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New Products & Features

Updated saved report settings

Report Center (PM)
When you save settings for a report, the name of the saved settings now displays in a list at the top of the associated report screen.

CBO Confirm appointment screen

We have added an Office Key drop-down list to the CBO Confirm Appointment screen. The Office Key drop-down list can be used to change keys on the Confirm Appointments screen.

Saved settings to a report set

Report Center (PM)
You can now add saved settings via a Report Sets pop-up window within the report screen.

Coming soon overlay

Dashboard (PM) We are excited to announce our new Coming Soon overlay, which will display when you first log in to PM. The overlay announces features and that will be available soon.

Patient Portal (PM)

We have updated the patient portal to streamline account creation, password resetting, and the login process. The Patient Portal Invite button will now change to Resend after the initial invite has been sent to allow you to resend the portal invitation email before the patient sets up their account. After a patient has set up … Continued


System Defaults (PM)
We have added a new system default, Show What’s New Presentation, so you can turn on or off the Coming Soon Overlay.

Patient form templates

AdvancedPatient (PM/EHR/Mobile)
We have added Option Group controls to Patient Form Templates. The Option Group controls allow you to select one of two or more options.

ERA rules master file (PM)

We are excited to announce that we have updated the ERA Rules master file with functionality to include a next action with a custom rule. Next actions dictate what will occur next as part of the rule.

Mobile app updates (Mobile)

We are excited to announce we have updated the mobile app Schedule so you can now add, edit, and delete appointments. We have also made several updates to the mobile app patient demographic information, such as: • Added a new driver license scanner to automatically add patient demographic information • Added a new Edit Patient … Continued

Eligibility (PM)

We have redesigned the Eligibility Details screen so that it will display additional information. Carriers might return additional information when you log in automatically to a carrier portal using the portal authentication available in the Carriers master file. The amount and type of information returned depends on the carrier.

Added CBO functionality

Rebill Claims (PM)
We have enhanced how you rebill claims in CBO office keys. You can now rebill claims for sub-office keys from the CBO master key using the new Office Key drop-down in the Rebill Claims screen.

Added insurance column

Collections (PM)
We have added a new Insurance column in the Visits worklist screen. The column shows the insurance name.

“Having integrated practice management and EHR is absolutely wonderful, you don’t have to flip back and forth between systems—all of your information is at hand when needed.”

Raju Raval, MD

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“Everybody still does basically the same thing; they just do it in a different and better way that’s more efficient.”

Steve Wampler, MD
Greenhill Family Clinic

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“With the new scheduler and EHR, we get a lot of the information up front, so when the patient comes in, unless they have something changed insurance-wise they’re already verified and ready to be taken back right away, it also makes it much easier for billing.”

Nancy Sutter
Office manager

“The best thing I ever did in private practice was getting AdvancedMD—it has liberated me.”

Estaban Lavato, MD
La Loma Medical Center